History offers insight as to how market dynamics can shift during periods of high inflation. Read the latest “Markets in a Minute” for a look at which sectors outperformed during the Great Inflation of the late 1970s and other lessons that may help investors navigate today’s inflationary environment. Read More
The Fed has entered one of the most-difficult phases of its pandemic response as it begins to dial back stimulus measures even before the full effects of its policies are felt and amid new risks. This update looks under the monetary-policy "hood "and discusses its implications for the markets and the economy. Read More
With interest rates at historic lows, inflation fears rising and credit spreads tight, it’s shaping up to be a potentially challenging time for fixed-income investors, leading some to wonder whether it still makes sense to own bonds. Amid such challenges, it’s worth reflecting on the important role bonds play in portfolios. Read More
The pandemic has been blamed for disrupting the global supply chain and stoking inflationary pressures. But other issues have also contributed to our supply-chain woes. Read about these reasons for supply chain disruptions and where we go from here in the latest "Markets in a Minute". Read More